See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,514 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,810 | $61,214-67.6% | $83,333-76.2% | $56,287-64.8% |
| Participation rate | 74.1% | 72.6%+1.5pp | 77.8%-3.7pp | 69.9%+4.2pp |
| Annual return | -6.92% | 0.42%-7.3pp | 10.63%-17.6pp | -9.96%+3.0pp |
| Employer contribution / active EE | $1,625 | $1,925-15.6% | $3,379-51.9% | $2,111-23.0% |
| Participant deferral / active EE | $2,798 | $5,091-45.0% | $5,565-49.7% | $3,350-16.5% |
| Admin fee / account holder | $81 | $512-84.1% | $7,510-98.9% | $521-84.4% |